Semtech Corporation (SMTC): A Bull Case Theory
We came across a bullish thesis on Semtech Corporation on TechIt_alt’s Substack. In this article, we will summarize the bulls’ thesis on SMTC.
Semtech Corp (SMTC)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 3,991,848 | $180,192,019 | +1% | 2.5% |
| 2. | Hood River Capital Management David Swank | 2,244,631 | $101,322,643 | +37% | 1.41% |
| 3. | Point72 Asset Management Steve Cohen | 1,557,862 | $70,321,891 | +244% | 0.14% |
| 4. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,335,296 | $60,275,261 | +177% | 0.32% |
| 5. | Clearline Capital Marc Majzner | 784,532 | $35,413,774 | +14% | 1.32% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.23 | 1,000 | $33,232.40 | 1,000 | 2024-04-08 | Filing | |
| $24.83 | 20,000 | $496,520.00 | 20,888 | 2023-09-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $59.95 | 100 | $5,995.10 | 103,996 | 2025-08-29 | Filing | |
| $58.25 | 900 | $52,423.02 | 104,096 | 2025-08-29 | Filing | |
| $60.00 | 1,000 | $60,000.00 | 104,996 | 2025-08-28 | Filing | |
| $59.87 | 13 | $778.33 | 3,891 | 2025-08-29 | Filing | |
| $59.42 | 219 | $13,013.09 | 3,904 | 2025-08-29 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,920,913 | $583,250,013 | 0.01% | |
| 2. | 11,931,278 | $538,577,889 | 0.01% | |
| 3. | 7,112,097 | $321,040,185 | 0.08% | |
| 4. | 133,664,000 | $191,656,967 | 1.18% | |
| 5. | 4,120,304 | $185,990,523 | 0.04% |
News See All
Semtech Corporation (NASDAQ:SMTC) Q2 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's Second Quarter Fiscal Year 2026 Earnings Conference Call.
Stifel Turns More Bullish on Semtech (SMTC), Lifts Price Target to $54
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Semtech Corporation (NASDAQ:SMTC) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's First Quarter Fiscal Year 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Stifel Raises Semtech (SMTC) Price Target, Keeps Rating
On Wednesday, May 28, Stifel analysts raised the price target on Semtech Corporation (NASDAQ:SMTC) from $42 to $45 and maintained a “Buy” rating.
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